See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,272 | $47,078-33.6% | $100,671-68.9% | $55,191-43.3% |
| Participation rate | 42.3% | 58.0%-15.7pp | 70.7%-28.4pp | 69.2%-26.9pp |
| Annual return | 1.25% | 0.65%+0.6pp | 20.43%-19.2pp | 10.78%-9.5pp |
| Employer contribution / active EE | $378 | $1,065-64.5% | $4,012-90.6% | $1,899-80.1% |
| Participant deferral / active EE | $868 | $2,038-57.4% | $3,144-72.4% | $3,046-71.5% |
| Admin fee / account holder | $14 | $153-90.9% | $4,850-99.7% | $91-84.7% |